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Dimensional US Large Cap Value ETF

309 hedge funds and large institutions have $3.43B invested in Dimensional US Large Cap Value ETF in 2025 Q3 according to their latest regulatory filings, with 31 funds opening new positions, 190 increasing their positions, 53 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

258% more repeat investments, than reductions

Existing positions increased: 190 | Existing positions reduced: 53

182% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 11

11% more capital invested

Capital invested by funds: $3.07B → $3.43B (+$353M)

5% more funds holding

Funds holding: 295309 (+14)

3% less funds holding in top 10

Funds holding in top 10: 3837 (-1)

3.85% less ownership

Funds ownership: 84.87%81.02% (-3.8%)

Holders
309
Holders Change
+14
Holders Change %
+4.75%
% of All Funds
4.06%
Holding in Top 10
37
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-2.63%
% of All Funds
0.49%
New
31
Increased
190
Reduced
53
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AC
276
AlphaCore Capital
California
$128K +$128 +4 +0.1%
AF
277
Advisornet Financial
Minnesota
$104K
CSPIA
278
Cary Street Partners Investment Advisory
Virginia
$102K
SPIA
279
Steward Partners Investment Advisory
New York
$95.6K
HNB
280
Huntington National Bank
Ohio
$79K
MCM
281
MAI Capital Management
Ohio
$76.5K +$74.4K +2,326 New
PFBT
282
Parkside Financial Bank & Trust
Missouri
$69.4K
GRP
283
Global Retirement Partners
California
$65K
AA
284
Ancora Advisors
Ohio
$60.9K
AA
285
Addison Advisors
Vermont
$59.5K
Fidelity Investments
286
Fidelity Investments
Massachusetts
$54.8K +$3.04K +95 +6%
Optiver Holding
287
Optiver Holding
Netherlands
$42K +$40.8K +1,276 New
DF
288
DecisionPoint Financial
Arizona
$39.7K
CTWM
289
Cherry Tree Wealth Management
Minnesota
$36.8K +$992 +31 +3%
GTAM
290
Global Trust Asset Management
Florida
$34.3K
WANY
291
Wealthspire Advisors (New York)
New York
$32.2K +$31.3K +978 New
TWM
292
Topsail Wealth Management
North Carolina
$31.5K
PCA
293
Providence Capital Advisors
North Carolina
$27.9K
MPW
294
MASECO Private Wealth
$25.8K +$25.1K +785 New
HI
295
Harbour Investments
Wisconsin
$25K +$5.15K +161 +27%
CA
296
Clearstead Advisors
Ohio
$23.9K
EWA
297
EverSource Wealth Advisors
Alabama
$22.4K -$640 -20 -3%
SRCM
298
Signature Resources Capital Management
California
$21.4K
VWM
299
Vermillion Wealth Management
Minnesota
$20.2K +$96 +3 +0.5%
NSG
300
Nalls Sherbakoff Group
Tennessee
$17.5K +$96 +3 +0.6%